Goldman Sachs cuts Kospi 12-month target 25% to 9,000 on AI trade worries

Briefing by News4U · First published 2026-10-25 08:56:00 UTC

Goldman Sachs lowered its Kospi target from 12,000 to 9,000 points, citing AI spending concerns and a 35% drop from June highs.

Goldman Sachs analysts cut their 12-month Kospi target from 12,000 to 9,000 points, a 25% reduction, after the index fell more than 35% from its June peak amid growing concerns over AI infrastructure spending. [1] [2]

The bank said the move incorporates more conservative valuation assumptions, yet the new target still implies over 60% upside from current levels. [1] [2]

Sources

1. 高盛将韩国Kospi指数12个月目标价下调25% 因对人工智能交易担忧加剧

   Sina Finance · 2026-10-25 08:47:18 UTC · Full text

2. 快讯

   Wall Street CN · 2026-10-25 08:49:59 UTC · Full text

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